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Wells Fargo

2,647 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 1,076 increasing their positions, 963 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.31%74.55% (-1.8%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.05B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,647
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.05B
Net Calls
Net Calls Change

Top Buyers

1 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
2576
Elevation Wealth Partners
California
$19.7K
GF
2577
GGM Financials
Ohio
$19.4K
KA
2578
Kozak & Associates
Colorado
$18.9K
HHGA
2579
Halbert Hargrove Global Advisors
California
$18.3K
HIW
2580
Holos Integrated Wealth
Pennsylvania
$18K
CWM
2581
Consultiva Wealth Management
Puerto Rico
$17.4K
QL
2582
Quarry LP
New York
$16.9K
WA
2583
Whipplewood Advisors
Colorado
$16.8K
ICCON
2584
Investment Counsel Company of Nevada
Nevada
$16.8K
PG
2585
Proffitt & Goodson
Tennessee
$16.4K
TFA
2586
Toth Financial Advisory
Virginia
$16.3K
AP
2587
Aspect Partners
Virginia
$15.9K
ACM
2588
Anfield Capital Management
California
$15.8K
CIM
2589
Contravisory Investment Management
Massachusetts
$15.6K
PWA
2590
Principia Wealth Advisory
Texas
$15.3K
PS
2591
Pinney & Scofield
Massachusetts
$15.2K
BIM
2592
Breakwater Investment Management
Washington
$14.9K
WWM
2593
Wolff Wiese Magana
California
$13.4K
TCA
2594
Trifecta Capital Advisors
Illinois
$12.7K
SC
2595
Swan Capital
Florida
$12.6K
AEPWM
2596
Atlantic Edge Private Wealth Management
Florida
$12.6K
BC
2597
Broadwater Capital
Massachusetts
$11.1K
IA
2598
IFS Advisors
Kansas
$9.89K
WW
2599
Winnow Wealth
Texas
$9.74K
CWA
2600
Carolina Wealth Advisors
South Carolina
$9.47K